Search Portfolio Rule

Search for Portfolio Rule to perform any of the following tasks:

• Create
• View
• Edit
• Download
• Copy (Save As)
• Delete
• Dependency Information

Procedure

To search for Portfolio Rule, perform the following steps:

• Navigate to the Portfolio Rule Summary page.
• Click the Search field
• Enter either the Name or Description, either one of these fields are required for the search, of the Portfolio Rule and click Search or Reset to reset the values in the search box or Cancel to cancel the search. Additionally, the Advanced Search can be used with the Name and Description.
• Additionally, in the Field Search field, enter the name of the Portfolio Rule to filter the list of Portfolio Rule by values that match the search term.

Only Portfolio Rule that match the search criteria are displayed.